Why I Do What I Do:
"I became interested in investing at a young age, when my Grandad would teach me about dividend yields and P/E ratios and picking stocks on our winter road trips from the Bay Area to Lake Tahoe. Ever since, I've been passionate about personal finance. For me, being a financial advisor is extremely rewarding. On one hand I get to problem solve, perform research, and be challenged intellectually. Every day is something new! And on the other hand, I get great gratification from guiding a client on their journey of hard-work and perseverance, and then getting to celebrate with them when they reach their goal. There's no better feeling!"
Currently Resides: Newport Beach, California
Hometown: Walnut Creek, California
College: UC Riverside; held various offices within the Phi Kappa Sigma International Fraternity
Pet: Colby!..he's a mix of Jack Russell, Dachshund, and Chihuahua hahah
Favorite Food: Donuts. Don't get me started.
Favorite Sports Team(s): 49ers, San Francisco Giants, Anaheim Ducks, and Golden State Warriors
Favorite Activity: Live concerts and sporting events. Let's goooo!
Best Thing I've Seen: The sunset glistening off the Adriatic Sea as I traveled through the country of Croatia on a sailboat with friends.